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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,145 | $77,638-75.3% | $156,551-87.8% | $62,881-69.6% |
| Participation rate | 70.7% | 71.2%-0.5pp | 84.0%-13.3pp | 69.3%+1.4pp |
| Annual return | 56.41% | 50.33%+6.1pp | 32.23%+24.2pp | 20.14%+36.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $939 | $5,561-83.1% | $13,028-92.8% | $4,296-78.1% |